Family Office Accountant - Tandym
Manhattan, NY
About the Job
A property management company in New York City is looking for an Accountant to join their Family Office team.
Responsibilities:
- Develop and maintain accurate financial statements, including balance sheets, income statements, cash flow statements, and other reports as required by the family office
- Monitor and track assets, liabilities, investments, and overall net worth of the family, ensuring accuracy and providing regular updates to stakeholders
- Maintain meticulous records of financial transactions, investment portfolios, real estate holdings, and other pertinent financial information
- Conduct detailed analysis of financial data, identify trends, and provide meaningful insights and recommendations to optimize the family's financial position
- Ensure compliance with accounting standards, tax regulations, and other legal requirements, collaborating with external auditors and tax professionals, as necessary
- Collaborate with Investment Advisors and Financial Planners to evaluate investment opportunities, analyze risks, and contribute to decision-making processes
- Continuously review and enhance accounting processes and procedures to streamline operations and improve efficiency within the family office
- Act as a liaison with family members, financial advisors, attorneys, and other stakeholders to communicate financial information effectively and assist in making informed financial decisions
- Perform other duties, as needed
Qualifications:
- 3+ years of Accounting experience working in a Family Office and/or similar environment
- Bachelor's Degree in Accounting, Finance, or a related field
- Focus on Net Worth Management and Financial Reporting
- Strong knowledge of Accounting principles, Financial Analysis, and Reporting standards
- Proficiency in Financial software and tools
- Microsoft Excel proficient
- Solid analytical and problem solving skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills:
- CPA or parts passed
- Experience with Wealth Management software
Reference # 502142
Source : Tandym